Claro Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,755
| Closed | -$631K | – | 388 |
|
|
2025
Q1 | $631K | Sell |
2,755
-576
| -17% | -$132K | 0.08% | 219 |
|
|
2024
Q4 | $756K | Sell |
3,331
-248
| -7% | -$56.3K | 0.1% | 185 |
|
|
2024
Q3 | $863K | Buy |
3,579
+778
| +28% | +$188K | 0.11% | 180 |
|
|
2024
Q2 | $655K | Sell |
2,801
-51
| -2% | -$11.9K | 0.1% | 204 |
|
|
2024
Q1 | $706K | Buy |
2,852
+597
| +26% | +$148K | 0.12% | 184 |
|
|
2023
Q4 | $550K | Sell |
2,255
-515
| -19% | -$126K | 0.12% | 195 |
|
|
2023
Q3 | $716K | Sell |
2,770
-117
| -4% | -$30.3K | 0.18% | 137 |
|
|
2023
Q2 | $762K | Buy |
2,887
+708
| +32% | +$187K | 0.19% | 136 |
|
|
2023
Q1 | $539K | Buy |
2,179
+316
| +17% | +$78.2K | 0.16% | 164 |
|
|
2022
Q4 | $474K | Buy |
1,863
+501
| +37% | +$127K | 0.16% | 164 |
|
|
2022
Q3 | $336K | Hold |
1,362
| – | – | 0.13% | 178 |
|
|
2022
Q2 | $336K | Buy |
1,362
+475
| +54% | +$117K | 0.13% | 178 |
|
|
2022
Q1 | $218K | Hold |
887
| – | – | 0.08% | 249 |
|
|
2021
Q4 | $218K | Buy |
+887
| New | +$218K | 0.08% | 249 |
|
|
2019
Q1 | – | Sell |
-601
| Closed | -$153K | – | 222 |
|
|
2018
Q4 | $153K | Buy |
+601
| New | +$153K | 0.12% | 163 |
|